Tag Archives: financial tools

Estimates vs. Actuals: Was Your 2018 Budget Reasonable?

As the year winds down, business owners can be thankful for the gift of perspective (among other things, we hope). Assuming you created a budget for the calendar year, you should now be able to accurately assess that budget by … Continue reading

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Run the Numbers Before You Extend Customer Credit

Funny thing about customers: They can keep you in business — but they can also put you out of it. The latter circumstance often arises when a company overly relies on a few customers that abuse their credit to the … Continue reading

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Minimize Inventory, Services to Make your Financials Shine

Your business financials — where they stand currently and where they might be going next year — are incredibly important. Obviously, sales and expenses play enormous roles in the strength of your position. But a fundamental and often-overlooked way of … Continue reading

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Innovate or Acquire? That’s the Strategic Question

Many companies reach a point in their development where they have to make an important decision: Innovate themselves or acquire a competitor? Of course, it isn’t always an either/or decision. Nonetheless, business owners should consider the pluses and minuses of … Continue reading

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Relocating this Summer?

If you make a work-related move this summer, you may be able to deduct the costs of the move. This may apply if you move to start a new job or to work at the same job in a new … Continue reading

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Tax Tips for Students with a Summer Job

Many students hold a summer job during their time off from school. Here are some tax issues that should be considered when working a summer job: Completing Form W-4 When Starting a New Job – This form is used by … Continue reading

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Accounting Resources: Small Business and Financial Tools

Ullrich Delevati, CPAs, offers an array of accounting resources to support our accounting and tax services!  Here are some helpful links for small businesses: Small Business Loan Program California Capital Business Loan Program U.S. Business Advisor – Official Business Site of … Continue reading

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